technology for non-profit organizations
DESCRIPTION
AFP/Villanova - Fundamentals of Fund-Raising. Technology for Non-Profit Organizations. Presented by Charlie Hunsaker November 12, 2001. AGENDA. Introduction to Systems Concepts Background - Technologies & Skills Package Choices & Costs Using the Internet in Fund-Raising - PowerPoint PPT PresentationTRANSCRIPT
Technology for Non-Profit Organizations
Presented by
Charlie Hunsaker
November 12, 2001
AFP/Villanova - Fundamentals of Fund-Raising
2
AGENDA
Introduction to Systems Concepts
Background - Technologies & Skills
Package Choices & Costs
Using the Internet in Fund-Raising
Future Directions of Technology
Opportunities for your Questions
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Technology EnvironmentSpeed of Hardware Improvement
1/18/00 PC Magazine - “Athlon/750 & Pentium III/733 Compete for Fasted PC Title”
3/6/00 YahooNews - “AMD Unveils First 1 GHz Chip before Rival Intel” & Gateway has ad in WSJ for Computer using it that day!
2001 - Dual & Quad processor at 2GHz nowSoftware, Services & Companies changing
in “Internet Time”Communication Technology changing daily
56KB, ISDN, DSL, Cable for faster speed
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New Demands for Skills It’s not just a learning curve you face, it’s a
“Learning Pyramid”New business functions supported by computers and
demanded by more competitive fund-raisingNew hardware & systems technologies
“Experience is directly proportional to computer time wasted.” - HunsakerGet/Provide trainingSpend time with the system to understand how to use it.
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Learning Pyramid - Technical Skills
DP Basics (key boarding, mouse usage, file management);Logging-on;Printing; Security; Data Control
PC Applications (word processing, spreadsheet, databases, etc.); Mail merge; Production reporting
PC & Network and work group communications (e-mail, scheduling, etc.)
PC & Network management; DBA; Interfaces; Reporting using system tools
Custom Programming;DB & Systems Management
EISDesign
Technical Skills & Expertise
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Learning Pyramid - Development Skills
Gift Processing & Receipting; Research & Biographic Updating
Annual Fund; Membership & Member Relations;Direct Mail & Telemarketing; Stewardship; Events
Major Prospect Management;Strategies, Cultivation, Moves Management
Planned Giving; Corporations & Foundations
Campaign &Solicitor Management
EISUse
Development Skills & Expertise
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Learning Pyramid - Software Skills
Data Entry:Staff (Bio/Gift/Research);
DO (Ticklers, Calls, Moves)
Management Reporting:Moves Management, Campaign & Volunteers
Key Processes:Prospect Management;
Proposals; Events Management
EISAccess
Development Software Familiarity
System Navigation via Menus and Function Keys;Constituent Look-up; Bio/Gift/History Inquiry
System Data Elements, Data Structures and Codes
Mail Merge, Acknowledgments, Simple Reporting; Direct Mail
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Choices in Development* SW Under $5,000
ebase Lifeline GiftMaker EDS Donor Records JSI Paradigm Donor Perfect TRAC-Exceed
$5,000 to $50,000 GiftMaker Pro Results/PLUS Raiser’s Edge Millennium
Over $50,000 (Mini & MainframeBSR Advance AscendVikingTarget Team ApproachUST Summit
Integrated with Institution-Wide SystemHigher EducationAssociation Management
* often includes membership
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Why the Difference in Costs?
Depth & breadth of functionality
Quality of the product
Services bundled with the software
Philosophy of the vendor
Size of the installed user base
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Choices in Other NP Software(PC-based systems)
Major Prospect Gifted Memory F-R Proprietary
Event Management EventMaker Pro Events/PLUS Summit Events Mgr
NEW Internet-based Development Package eTapestry Millennium DonorPerfect, others??
General AccountingBlackbaudMIPExec Data SystemsCougar MountainGreat PlainsEcho Mgmt Groupmany others...
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Key Cost & Budget IssuesIT never has been a one-time cost; budget
beyond acquisition (3-4 year replacement)Hardware that cost $7,000 in 1988 now is
under $500. You pay $1,500 to get 30x the capabilities (RAM is cheaper than TP.)
Software cost also dropping, but often require upgrades for new capabilities
Computers won’t eliminate positions.Budget for training and support!!!
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Other Things to RememberLearn the database
Play with the system to find out which reports work & where data is located on screens
Focus on consistent coding & entry of dataDocument policies & procedures.Get Management into the SystemEmploy project management protocols
(“Quick, cheap, good; Pick Two!”)
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Using the Internet in Fund-Raising
Internet Basics Presentation at www.riarlington.com
Finding the Donors (or the information)
Helping the Donors Find You
“Show Me the Money!”
Recognition & Stewardship
Other Useful Links
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Internet Basics65M Internet users in US in 1999; average
user spent $1,900 on the NetUsers should double & spend $4k by 2002Over a billion pages; millions out of date Not just the WWW - includes FTP, E-mail,
USENET, ListServ’s, TelnetQuick discussion of terms: Domain, URL,
http, HTML, XML, ISP, others?
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“Facts of Life”
The Internet is vast and anarchicOrganize before you lookYou WILL waste valuable time!Research Axioms
Always know & record the source of your dataCheck multiple sources (3+) for verification“When in doubt, leave it out.”
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Finding the Donors (& Data)Finding Information
Search Engines & Search SitesName, address, & phone directoriesBusiness and stock dataNon-profit links
Researching DonorsUsing the tools aboveAccessing key sites
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Finding Information Search Sites
Top Five Sites (by visits)• www.yahoo.com 36M• www.go.com 19M• www.lycos.com 18M• www.excite.com 13M• www.altavista.com 10M
Techniques• use multiple engines• organize bookmarks• “” + and or
Newer Search Engines“Meta Search tools”
• www.northernlight.com
• www.google.com
• www.infozoid.com
• www.dogpile.com
New Search Organizers• www.vivisimo.com
• www.wisenut.com
• www.teoma.com
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Finding People
Directory SearchingName & Address
• www.switchboard.com
• www.anywho.com RPS
• www.555-1212.com RPS; Subscription
• www.whowhere.com
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Finding Information onProspects & Donors
IndividualsDavid Lamb’s Site
• www.lambresearch.com
Knowx Public Records• www.knowx.com
Northwestern’s Tax DB• http://pubweb.nwu
.edu/ ~cap440/assess.html
APRA Home Page• www.aprahome.org
Corp & Foundation DataGeneral Research
• www.hoovers.com
• www.edgar-online.com
• www.foundationcenter.org
Insider Trading• CBS Market Watch
Insiders
Stock Quotes & Charts• finance.yahoo.com
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Elements of Web Site Success
Get traffic to site Look professional Keep people at your
site - “stickiness” Differentiate yourself
from competition Know & Focus on
your objective
Get people to take action Get them to complete the
transaction Do something with non-
buyers/non-donors Get them to come back Develop Referrals Systematize
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Helping the Donor’s Find YouPromoting Your Presence
Individual Engine (example)• www.lycos.com/addasite.html
Multiple Engines• register-it.netscape.com/
Web PresenceStickiness (interesting, useful, current)Audience Driven (www.udel.edu )
A Good Example www.redcross.org
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“Show Me the Money!”Different ways of giving
Pledge, Credit Card, Phone• www.redcross.org See their choices and forms
More than just money• www.redcross.org Time, blood, tissue, etc.
Planned Gifts Information
• www.temple.edu/alumni_friends/giving/how.html
Merchandise Sales shop.pbs.org
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Resources for Getting DonationsSites that process donations for you - very
new and in developmentHelping.Org with numerous resources
• www.helping.org
GivingCapital - a new organization to process on-line gifts
• www.givingcapital.com
• FRS Vendors also provide service (e.g., Blackbaud, DonorPerfect, others)
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Recognition & Stewardship
Recognizing Donors on the WebExample Sites
• Penn Library
• American Diabetes Association - E. Knight Fund
Staying In TouchE-mail communications
• Offer E-mail address forwarding
• Broadcast e-mail like mail merge
Keeping your site up-to-date to attract revisits
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Other Development Uses
Vendor’s Using the Web eTapestry Blackbaud JSI Millinneum many others
Links of Interest NSFRE/AFP
• www.nsfre.org
Non-profit Organizations• www.pj.org/links_metaindex.cfm
• www.guidestar.org
Other UsesJob Boards
• jobs.pj.org
Training• www.blackboard.net
Procedures• www.riarlington.com
/proclinks.html
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Quotes about the Future 1949 - "Computers of the future may weigh less than 1.5
tons" - Popular Mechanics, forecasting the relentless march of science
1957 - "I have traveled the length & breadth of this country and talked with the best people, and I can assure you that data processing is a fad that won't last out the year." - editor in charge of business books for Prentice-Hall
1977 - "There is no reason anyone would want a computer in their home" - Ken Olsen, president & founder of DEC
1981 - "640K ought to be enough for anybody." - Bill Gates
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The Future after 2001Internet will continue to expand as a force
world-wide: B2B, global connections, etc.Cell phones will add functionalityPDA’s, Internet “appliances”, will grow.
Note Steve Jobs questioning of convergenceEverything wired
Multi-media, Video Conferencing, etc.What’s on your “radar screen?”
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ThanksThis presentation was prepared on a Dell XPS400 and a Sony VAIO laptop using PowerPoint, MS-Internet Explorer,iHarvest (for screen capture), Micrografx SnapGraphics, andbunch of other tools. It was printed on an HP6P. All of theequipment is horribly out of date as it is over 2 weeks old.
If you have any questions or comments about the format or content of the presentation, please contact me at:
Charlie HunsakerR I Arlington806 W. King Road, P.O. 1414Malvern, PA 19355(610) [email protected] Site: www.riarlington.com